Provenance Wealth Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.47K | Sell |
57
-14,181
| -100% | -$614K | ﹤0.01% | 377 |
|
2025
Q1 | $646K | Buy |
14,238
+5,037
| +55% | +$228K | 0.09% | 54 |
|
2024
Q4 | $368K | Sell |
9,201
-414
| -4% | -$16.6K | 0.05% | 108 |
|
2024
Q3 | $432K | Buy |
9,615
+434
| +5% | +$19.5K | 0.05% | 104 |
|
2024
Q2 | $379K | Sell |
9,181
-434
| -5% | -$17.9K | 0.05% | 98 |
|
2024
Q1 | $403K | Buy |
9,615
+434
| +5% | +$18.2K | 0.06% | 99 |
|
2023
Q4 | $346K | Buy |
9,181
+300
| +3% | +$11.3K | 0.05% | 100 |
|
2023
Q3 | $288K | Buy |
+8,881
| New | +$288K | 0.05% | 100 |
|